Business analyst Business insurance Profesional Service Project Management Sales Management Strategy Management

Beaufort Financial poach new North Wales director from Sanlam

National advisory firm Beaufort Financial have appointed Gwilym Lloyd Jones as the new director of its North Wales firm, Beaufort Financial St Asaph & Chester.

Mr Lloyd Jones takes over from managing director and founder, Stephen Lyth, who is set to retire after more than 38 years in the Financial Planning industry.

He will take responsibility for the day-to-day running of the business, whilst working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.

{loadposition hidden2}

He joins from Sanlam where he worked for over ten years, most recently as a senior Chartered Financial Planner. The 33-year-old is a Fellow of the Personal Finance Society.

Ms Lyth said: “Over the years, we have worked hard to build a reputation as a skilled team of local specialists who genuinely care about client outcomes. Finding a like-minded individual of Gwilym’s calibre was therefore extremely important to us, and why we think he is the perfect person to lead Beaufort Financial St Asaph & Chester on the next stage of its journey.

“We have clear plans for long-term growth so are very excited by the fresh perspective he brings, whilst importantly being able to give clients confidence that they remain in a safe pair of hands.”

Mr Lloyd Jones said: “What first drew me to Beaufort Financial St Asaph & Chester was its dynamic team, with a culture firmly rooted around family values that are closely aligned with my own. I see real opportunity to drive the business forward and grow something special for both new and existing clients across North Wales and Chester.

“I can’t wait to get started with this new challenge and look forward to working with Gaynor to capitalise on her and Stephen’s success.”

{loadmoduleid 423}

Source link